+954.5%
SEI vs BB
-29.9%
+984.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.7% | -2.5% | -4.5% |
| 7D | +20.7% | -2.1% | +22.7% | +21.3% |
| 30D | +9.1% | -16.0% | +25.2% | +13.6% |
| 3M | -6.0% | -14.5% | +8.5% | -2.6% |
| 6M | +18.9% | +118.6% | -99.6% | -1.5% |
| YTD | +40.1% | +98.9% | -58.8% | +18.4% |
| 1Y | +120.6% | +99.5% | +21.2% | +86.2% |
| 3Y | +562.1% | +65.4% | +496.8% | +453.6% |
| 5Y | +954.5% | -27.6% | +982.1% | +985.6% |
| All | +954.5% | -29.9% | +984.3% | +985.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling